PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$13.4M
3
+$10.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$10.4M
5
UBER icon
Uber
UBER
+$4.65M

Top Sells

1
+$6.7M
2
+$4.58M
3
+$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.92M
5
MBB icon
iShares MBS ETF
MBB
+$1.14M

Sector Composition

1 Technology 11.88%
2 Financials 5.94%
3 Healthcare 5.53%
4 Communication Services 4.12%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$5K ﹤0.01%
285
1952
$5K ﹤0.01%
164
+63
1953
$5K ﹤0.01%
135
1954
$5K ﹤0.01%
265
1955
$5K ﹤0.01%
64
1956
$5K ﹤0.01%
+126
1957
$5K ﹤0.01%
76
-93
1958
$5K ﹤0.01%
108
1959
$5K ﹤0.01%
330
1960
$5K ﹤0.01%
166
-76
1961
$5K ﹤0.01%
137
1962
$5K ﹤0.01%
+300
1963
$5K ﹤0.01%
122
-2,259
1964
$5K ﹤0.01%
225
1965
$5K ﹤0.01%
95
+24
1966
$5K ﹤0.01%
70
1967
$5K ﹤0.01%
+122
1968
$5K ﹤0.01%
168
1969
$5K ﹤0.01%
180
1970
$5K ﹤0.01%
194
1971
$5K ﹤0.01%
+90
1972
$5K ﹤0.01%
250
1973
$5K ﹤0.01%
+87
1974
$5K ﹤0.01%
472
1975
$5K ﹤0.01%
53
77 78
79
80 81